Latest Institutional Transactions on Unitedhealth Group Inc (UNH)
This table provides information on the latest institutional transactions involving Unitedhealth Group Inc (UNH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 27, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-122K- 1.49% |
$59.5M - $73.6M
|
8.06M
$4.3B
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.2K+ 1.73% |
$586K - $725K
|
70.7K
$37.8M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-37- 1.95% |
$18.1K - $22.4K
|
1.86K
$995K
|
|
|
Nov 26, 2024
Q3 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-3.34K- 47.18% |
$1.63M - $2.02M
|
3.74K
$2M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-290K- 87.46% |
$142M - $175M
|
41.6K
$22.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-293- 12.93% |
$143K - $177K
|
1.97K
$1.05M
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-103- 3.67% |
$50.3K - $62.2K
|
2.7K
$1.44M
|
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-50Closed |
$24.4K - $30.2K
|
0
$0
|
|
|
Nov 21, 2024
Q3 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-3.87K- 33.23% |
$1.89M - $2.34M
|
7.78K
$4.15M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.13K+ 5.09% |
$550K - $682K
|
23.3K
$12.4M
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
275+ 15.85% |
$134K - $166K
|
2.01K
$1.07M
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-27- 0.15% |
$13.2K - $16.3K
|
17.6K
$9.39M
|
|
|
Nov 19, 2024
Q3 2024
|
Unigestion Holding Sa
|
SELL
|
- |
-41.1K- 51.93% |
$20.1M - $24.8M
|
38.1K
$20.3M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
954New |
$466K - $576K
|
954
$509K
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-171- 1.99% |
$83.4K - $103K
|
8.41K
$4.49M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
48+ 8.18% |
$23.4K - $29K
|
635
$339K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-25- 1.66% |
$12.2K - $15.1K
|
1.49K
$793K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
37+ 0.89% |
$18.1K - $22.4K
|
4.22K
$2.25M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
24+ 0.87% |
$11.7K - $14.5K
|
2.79K
$1.49M
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-38.9K- 16.0% |
$19M - $23.5M
|
204K
$109M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
316+ 23.92% |
$154K - $191K
|
1.64K
$874K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.81K+ 23.72% |
$882K - $1.09M
|
9.43K
$5.03M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
239+ 4.98% |
$117K - $144K
|
5.04K
$2.69M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.47K- 2.54% |
$1.69M - $2.1M
|
133K
$71.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
18.4K+ 14.86% |
$8.96M - $11.1M
|
142K
$75.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
29+ 5.34% |
$14.2K - $17.5K
|
572
$305K
|
|
|
Nov 15, 2024
Q3 2024
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
30KNew |
$14.6M - $18.1M
|
30K
$16M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
284+ 2.07% |
$139K - $172K
|
14K
$7.49M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-6.22K- 1.47% |
$3.03M - $3.76M
|
417K
$222M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
151+ 15.75% |
$73.7K - $91.2K
|
1.11K
$593K
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
2.95KNew |
$1.44M - $1.78M
|
2.95K
$1.57M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-1.06K- 21.52% |
$518K - $641K
|
3.87K
$2.07M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
43+ 2.06% |
$21K - $26K
|
2.13K
$1.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
16.9K+ 1026.09% |
$8.25M - $10.2M
|
18.6K
$9.91M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
46.6K+ 1.47% |
$22.7M - $28.2M
|
3.21M
$1.71B
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
39.5KNew |
$19.3M - $23.9M
|
39.5K
$21.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
208+ 6.1% |
$102K - $126K
|
3.62K
$1.93M
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-179- 1.29% |
$87.4K - $108K
|
13.7K
$7.29M
|
|
|
Nov 15, 2024
Q3 2024
|
Tenere Capital LLC
Denver, CO |
BUY
|
- |
12KNew |
$5.87M - $7.26M
|
12K
$6.42M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
65+ 18.41% |
$31.7K - $39.3K
|
418
$223K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-5- 1.06% |
$2.44K - $3.02K
|
467
$249K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-27- 0.26% |
$13.2K - $16.3K
|
10.5K
$5.61M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
94New |
$45.9K - $56.8K
|
94
$50.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1+ 0.03% |
$488 - $604
|
3.22K
$1.72M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
22+ 0.41% |
$10.7K - $13.3K
|
5.38K
$2.87M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.63K+ 6.48% |
$794K - $983K
|
26.7K
$14.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
10+ 2.42% |
$4.88K - $6.04K
|
423
$226K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
11+ 42.31% |
$5.37K - $6.65K
|
37
$19.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
213+ 19.31% |
$104K - $129K
|
1.32K
$703K
|
|
|
Nov 14, 2024
Q3 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
7.67K+ 17.35% |
$3.74M - $4.63M
|
51.9K
$27.7M
|